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Name Holding Trade Value Shares
Change
Change in
Stake
SPC
651
Sigma Planning Corp
Michigan
$417K +$114K +143 +38%
ST
652
Smithfield Trust
Pennsylvania
$415K -$62K -78 -13%
MNBTD
653
Moody National Bank Trust Division
Texas
$413K +$26.2K +33 +7%
RI
654
Redwood Investments
Massachusetts
$410K +$409K +515 New
ST
655
Sentinel Trust
Texas
$410K +$409K +515 New
OWA
656
Opal Wealth Advisors
New York
$407K +$53.2K +67 +15%
Renaissance Technologies
657
Renaissance Technologies
New York
$406K +$400K +503 New
VFA
658
Values First Advisors
Tennessee
$405K +$26.2K +33 +7%
HWIS
659
Hancock Whitney Investment Services
Louisiana
$402K +$401K +505 New
IUHSA
660
Itau Unibanco Holding S.A.
Brazil
$398K +$397K +500 New
OIS
661
Okabena Investment Services
Minnesota
$398K +$397K +500 New
GA
662
Geller Advisors
New York
$397K +$1.59K +2 +0.4%
JE
663
JMAC Enterprises
Pennsylvania
$395K +$484K +609 New
RM
664
Resource Management
Louisiana
$391K +$87.4K +110 +29%
IF
665
Intrua Financial
Texas
$390K +$3.97K +5 +1%
MAM
666
McLean Asset Management
Virginia
$388K -$187K -235 -31%
WCAMG
667
Woodard & Company Asset Management Group
North Carolina
$388K
OPS
668
Orion Portfolio Solutions
Nebraska
$386K +$122K +153 +46%
HNB
669
Huntington National Bank
Ohio
$384K +$239K +301 +166%
CFG
670
Cooper Financial Group
California
$384K +$383K +482 New
IFWM
671
Institute for Wealth Management
Colorado
$381K +$27.8K +35 +8%
MPCG
672
Matrix Private Capital Group
New York
$379K +$5.56K +7 +1%
AAS
673
Ameritas Advisory Services
Nebraska
$379K +$378K +476 New
IWM
674
IHT Wealth Management
Illinois
$378K +$7.94K +10 +2%
SF
675
Summit Financial
New Jersey
$374K +$23K +29 +7%